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iShares Morningstar Growth ETF

186 hedge funds and large institutions have $1.1B invested in iShares Morningstar Growth ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 7 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
54
Reduced
56
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
101
Summit Asset Management
Tennessee
$710K
LAM
102
LifePro Asset Management
California
$630K +$630K +9,618 New
HB
103
Homrich & Berg
Georgia
$596K
AWM
104
Accel Wealth Management
Iowa
$592K -$77.3K -1,178 -12%
OWA
105
Outlook Wealth Advisors
Texas
$591K +$6.49K +99 +1%
HWA
106
HHM Wealth Advisors
Tennessee
$572K +$10.8K +165 +2%
PAS
107
Park Avenue Securities
New York
$566K
KLI
108
Kelman-Lazarov Inc
Tennessee
$557K
BSW
109
Buckingham Strategic Wealth
Missouri
$556K
ACP
110
Arcus Capital Partners
Georgia
$553K -$9.64K -147 -2%
AI
111
AXS Investments
New York
$553K +$553K +8,430 New
NFG
112
Next Financial Group
Texas
$541K -$22.3K -340 -4%
TCWM
113
Total Clarity Wealth Management
Illinois
$531K +$47.8K +730 +10%
NA
114
NewEdge Advisors
Louisiana
$508K -$73.7K -1,124 -13%
GRP
115
Global Retirement Partners
California
$491K +$68.8K +1,050 +16%
T
116
TNF
Montana
$478K +$478K +6,875 New
SC
117
Scotia Capital
Ontario, Canada
$465K -$1.55M -23,621 -77%
ASN
118
Advisory Services Network
Georgia
$463K -$4.86K -74 -1%
VCM
119
Vision Capital Management
Oregon
$442K
ACM
120
AlphaStar Capital Management
North Carolina
$442K +$442K +6,526 New
CBFP
121
Cedar Brook Financial Partners
Ohio
$411K -$54.4K -830 -12%
RW
122
Rede Wealth
Virginia
$409K -$4K -61 -1%
KPWS
123
Kestra Private Wealth Services
Texas
$407K -$42.9K -655 -10%
SS
124
Sunbelt Securities
Texas
$404K
PCMC
125
Paragon Capital Management (Colorado)
Colorado
$364K